Projects bring related actions, files, and teammates together in one place. Use them to plan a campaign, manage client work, or organize any work with a shared goal.
1. Create a project
Open Project navigator from the sidebar.
Click Create project. You can also start from the Create new project button beside Projects in the sidebar.
Choose Blank project to start from scratch. To reuse an existing process, choose Use a template; to bring in work from another tool, choose Import project.
This guide walks through a blank project. For help using a template, see Project templates.
The steps are listed on the left of the dialog, with Step 1 of 3 at the bottom. You can click any step to jump to it.
2. Add your project details
In General, give your project a name and choose a color to make it easy to recognize.
You can also add start and end dates, choose a parent project under Location, and turn on Pin project to navigation panel for quick access from the sidebar. If your workspace uses Hive Finance and you have CRM access, you can also link a Client.
Click Next: Members to choose who can access the project.
3. Choose who can access your project
In Members, open Share with and choose:
Private to me: keep the project for your own work.
Specific people: add the people or teams who will work on the project.
Everyone: share with all workspace members, including people who join later.
Note: Everyone is hidden once a workspace has more than 75 members. A project already shared with everyone keeps that option until its sharing is changed.
Under Who can edit members, choose whether any project member can invite and manage members, or only the project owner. Use Notify users to choose whether members are notified when you create the project.
Project privacy is set here, under Share with. Making an individual view or tab private does not make the whole project private.
4. Choose a layout
Click Next: Layout to open Layout. Choose how you want to see your work; the preview shows what each option looks like.
List: a flexible list of actions with customizable columns.
Status: a board with actions grouped by status.
Team: actions grouped by assignee.
Calendar: actions displayed by date.
Gantt: a timeline for planning action dates and dependencies.
Table: actions and their details arranged in rows and columns.
This sets your starting layout. You can add or change project tabs later.
5. Start adding work
Click Create project when you’re ready. If your workspace requires custom fields, complete them before creating the project.
In your new project, click Create new action, type a name, and press Enter. Open the action to add details such as an assignee and due date.
To move an action to another project, open its action card and use the project dropdown.
Update your project later
Use Overview to review project details, including status, custom fields, description, and attachments.
To change project settings, open More → Edit project.
Need to prepare work before notifying your team? Learn about Draft mode.